T: Analysis & Opinions

  1. ADTRAN Looks To Rebound From A Pretty Miserable 2012

    April 10, 2013
    ADTRAN badly needs the long-awaited carrier spending recovery to unlock its value.
  2. GE Pays Up To Get Into Another Attractive Energy Business

    April 09, 2013
    GE is taking a deep dive into artificial lifts with a high-priced acquisition of Lufkin Industries.
  3. Will Japan Be A Ray Of Sunshine For The Solar Industry?

    April 09, 2013
    There may be a ray of sunshine for the beleaguered sector. Japan’s search for alternatives to nuclear energy has ...
  4. With Fracking It’s All About Water Management

    April 05, 2013
    It takes an awfully large amount of water to frack an oil and gas well these days. Given the growth projections for ...
  5. Schnitzer's Results Are Better, But The Challenges Are ...

    April 04, 2013
    Even with a sequential improvement in volumes and margins, Schnitzer faces significant long-term challenges to its ...
  6. Boeing 787 Gets Vote Of Confidence

    April 04, 2013
    International Airlines Group has booked 18 of Boeing's 787 Dreamliner. Will the order be enough of a boost to keep ...
  7. A Thick Order Book Is Only Part Of The Story For Greenbrier

    April 04, 2013
    Good order flow at Greenbrier doesn't answer long-term margin and economic return questions.
  8. Global Payments Still Feeling An Uncomfortable Squeeze

    April 03, 2013
    Global Payments' struggles create an opportunity, but beware of the long-term changes to the industry.
  9. Hope Seems To Outshine Reality At Acuity Brands

    April 03, 2013
    Acuity's near a 52-week high, but expectations seem high relative to margin and ROIC prospects.
  10. A Big Bet On Cyber Security

    April 03, 2013
    As computers, cloud computing and data networks continue to be a part of our everyday lives, protecting them is ...
  11. Monsanto Looks A Bit Vulnerable At Current Levels

    April 03, 2013
    Monsanto beat expectations, but they could have done better.
  12. Natural Gas: A Big Win For Israel And Its Producers

    April 02, 2013
    While it’s a tech powerhouse, the natural gas game is quickly changing Israel’s economy for the good. The recent ...
  13. Verizon, AT&T And Vodafone – Here We Go Again

    April 02, 2013
    A popular rumor gets new life with word that AT&T may help Verizon facilitate a buyout of Vodafone.
  14. Pinnacle Foods Gains 11% In IPO Debut--Now What?

    April 02, 2013
    Blackstone Group brought Pinnacle Foods (NYSE:PF) to market March 28. The maker of Vlasic pickles and other well ...
  15. Red Hat's Valuation Looks More Reasonable, But ...

    March 28, 2013
    While Red Hat's model doesn't generate much leverage, the revenue growth is still looking solid.
  16. Walmart's Cupboard Lies Bare

    March 28, 2013
    Bloomberg ran an article March 26 suggesting Walmart is losing market share due to disorganized stores. ...
  17. Oracle Dials It Up In Telecom

    March 27, 2013
    Oracle deepens its committment to becoming a major player in telecom equipment and technology.
  18. The Lodging Sector Finally Rebounds

    March 27, 2013
    After being commercial real estate’s whipping boy since the Great Recession, the lodging sector is finally beginning ...
  19. Higher Petrobras CAPEX Spending Is Great News For FMC ...

    March 25, 2013
    At current prices, oil service stock FMC Technologies isn’t necessarily cheap. But as the number one supplier for ...
  20. BP's Moves On Russian Front Look To Pay Dividends

    March 23, 2013
    Does the news of BP's repurchase program make the stock more attractive? Let's take a look.
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